Annual Report for the Year Ending 5 April 2025
1. Introduction
The Trustees of AIM Riding for the Disabled Group are pleased to present their annual report for the financial year ending 5 April 2025. This report outlines our activities, achievements, challenges, and financial position, and reaffirms our commitment to providing therapeutic riding and groundwork opportunities to people with disabilities in our community.
2. Objectives and Activities
Our group operates under the umbrella of Riding for the Disabled Association (RDA) UK, with the core aim of improving the lives of disabled children and adults through horsebased activities. We offer riding sessions that promote physical health, confidence, independence, and social inclusion. We specifically prioritise offering opportunities for riders that are not able to progress elsewhere, cannot access mainstream riding, or that need provision outside of school or work hours. We also offer unmounted therapeutic opportunities of different kinds tailored to the needs of our participants.
Between July 2024 and April 2025, we continued to:
-
Provide weekly mounted and unmounted sessions for children and adults with a range of physical and learning disabilities, as well as a monthly pony club.
-
Successfully manage our commercial agreements at Shrivenham Equestrian Centre and Lambourn RDA in partnership with the venues.
-
Recruit and train new volunteers to support our provision across two different sites – Shrivenham Equestrian Centre and Lambourn RDA
-
Maintain a safe and supportive environment with trained volunteers, activity leaders and qualified coaches.
-
Prioritise health and safety, safeguarding of all, and equine welfare in line with our commitments to RDA UK.
3. Achievements and Performance
AIM RDA Group has had a productive and rewarding year, we:
-
Started our provision of ridden sessions at our Lambourn RDA venue on Saturdays in July 2024
-
Launched our second venue at Shrivenham Equestrian Centre in September 2024 with Wednesday evening sessions.
-
Started unmounted sessions in partnership with Lambourn RDA on Fridays with numbers of participants growing across the year.
-
Joined in with the RDA Virtual Championships 2024 with great results.
-
Increased our provision at Shrivenham Equestrian Centre in January 2025 to include Sunday sessions.
-
Supported 28 participants on a weekly basis, taught by 5 volunteer coaches.
-
Welcomed lots of new volunteers, bringing our total to 63 active helpers.
-
Became an approved Level 3 showjumping group with Alice passing her coaching assessment to offer a new discipline to our riders.
-
Trained 3 new activity leaders to help support unmounted provision – Thank you to Ness, Kate, and Kim.
-
Launched our monthly pony club at Shrivenham Equestrian Centre with the help of activity leaders Kate and Ness which has been very popular with plenty of bookings each month.
-
Received generous grant funding from the Highworth Lions and Nationwide to aid in capital projects.
-
Represented RDA UK at Badminton Horse Trials and the National Equine Show.
-
Worked hard to raise funds through tack sales, tombolas, raffles and from support from those in the community that have selected us as their chosen charity of the month.
Feedback from participants and their families continues to be overwhelmingly positive, with many noting improvements in physical coordination, emotional wellbeing, and social engagement.
Feedback from our volunteers is also positive, with many recommending us to friends and increasing the amount of time they volunteer with us. We have been able to grow our volunteer numbers and successfully sustain these numbers throughout the year.
4. Governance and Management
The group is managed by a board of volunteer Trustees who meet regularly to oversee operations, finances, and strategic planning.
During the year, we:
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Conducted a full review of all of our policies and risk assessments.
-
Began exploring options for expanding our facilities to accommodate growing demand.
-
Undertook regular minuted meetings to ensure the correct ongoing governance of our charity funds.
5. Plans for the Future
Looking ahead, AIM RDA Group aims to:
-
Continue enabling our participants to reach their own personal goals in a positive, understanding and safe setting.
-
Be innovative in ways to increase our provision and reach, without the ability to expand sessions.
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Stabilise our operational and financial position to ensure we can continue to provide sessions as we are now into the long term.
-
Continue developing our volunteer base with targeted recruitment and training.
6. Acknowledgements
We extend heartfelt thanks to our volunteers, participants, families, donors, and supporters. Your time, energy, and generosity make our work possible and meaningful. Special thanks to our host venues and their very special horses, who are the biggest stars of all.
Charity registration number: 1208952
AIM GROUP RDA TRUSTEES' REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD 3 JULY 2024 TO 5 APRIL 2025
RGM Accountancy and Taxation Services Limited 10 Station Yard Tiddington Thame OX9 2FG
AIM Group RDA Contents
| Page | |
|---|---|
| Trustees' Report | 1—2 |
| Independent Examiner's Report | 3 |
| Statement of Financial Activities | 4 |
| Statement of Financial Position | 5 |
| Notes to the Financial Statements | 6—8 |
AIM Group RDA Trustees' Report For the Period 3 July 2024 to 5 April 2025
The trustees present their report and the financial statements for the period ended 5 April 2025.
Objectives and Activities
Aims and Objectives
The aim of the Charity is to promote the objects of the 'Riding for the Disabled Organisation incorporating Carriage Driving' a Charity registered under Charity no. 244108, by providing disabled people with the opportunity tp reide and/or carriiage drive in order to benefit thir general health and well-being.
Public Benefit
The main activities undertaken are the provision of riding lessons for the disabled to promote their health and well-being.
The trustees confirm that they have complied with the requirements of Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit.
Reference and Administrative Details
Trustees
Ms R Hutchins - Co-Chair Miss A Summersbee - Co-chair Mrs J Summersbee - Treasurer Mrs V Bowler Ms I Collins-Davies Miss S Pearce
Charity Number
1208952
Principal Address
Flat 1 263 Iffley Road OXFORD Oxfordshire OX4 1SJ
Independent Examiner
Robert G McKinney CTA RGM Accountancy and Taxation Services Limited 10 Station Yard Tiddington Thame OX9 2FG
Page 1
AIM Group RDA Trustees' Report (continued) For the Period 3 July 2024 to 5 April 2025
The trustees' report was approved by the board of trustees and signed on its behalf by:
Miss A Summersbee Trustee 05/10/2025
Page 2
AIM Group RDA Independent Examiner's Report to the Trustees of AIM Group RDA For the Period 3 July 2024 to 5 April 2025
I report to the trustees on my examination of the accounts of AIM Group RDA (the Trust) for the period ended 5 April 2025.
Responsibilities and Basis of Report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner's Statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the applicable requirements concerning the form and contents of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Robert G McKinney CTA 05/10/2025 10 Station Yard Tiddington Thame OX9 2FG
Page 3
AIM Group RDA Statement of Financial Activities For the Period 3 July 2024 to 5 April 2025
| Notes INCOME AND ENDOWMENTS FROM: Donations and legacies 3 Charitable activities: 4 Other trading activities 5 EXPENDITURE ON: Raising funds 6 Charitable activities: 6 NET INCOME NET MOVEMENT IN FUNDS RECONCILIATION OF FUNDS: Total funds brought forward TOTAL FUNDS CARRIED FORWARD 12 |
5 April 2025 Unrestricted funds £ 15,509 12,725 1,643 |
|---|---|
| 29,877 | |
| (11,638) | |
| 18,239 | |
| 18,239 - |
|
| 18,239 |
The notes on pages 6 to 8 form part of these financial statements.
Page 4
AIM Group RDA Statement of Financial Position As At 5 April 2025
| Notes CURRENT ASSETS Debtors 10 Cash at bank and in hand Creditors: Amounts Falling Due Within One Year 11 NET CURRENT ASSETS (LIABILITIES) TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS OF THE CHARITY Unrestricted Funds TOTAL FUNDS 12 On behalf of the board Miss A Summersbee Trustee 05/10/2025 |
5 April 2025 Unrestricted funds £ 180 20,753 |
|---|---|
| 20,933 (2,694) |
|
| 18,239 | |
| 18,239 | |
| 18,239 | |
| 18,239 | |
| 18,239 | |
The notes on pages 6 to 8 form part of these financial statements.
Page 5
AIM Group RDA Notes to the Financial Statements For the Period 3 July 2024 to 5 April 2025
1. General Information
AIM Group RDA is a charitable incorporated organisation registered with the Charity Commission, registered charity number 1208952. The principal address is Flat 1, 263 Iffley Road, OXFORD, Oxfordshire, OX4 1SJ.
2. Accounting Policies
2.1. Basis of Preparation of Financial Statements
The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011.
The charity is a Public Benefit Entity as defined by FRS 102.
2.2. Financial Reporting Standard 102 - Reduced Disclosure Exemptions
The charity has taken advantage of the following disclosure exemptions in preparing these financial statements, as permitted by FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland":
the requirements of Section 7 Statement of Cash Flows and Section 3 Financial Statement Presentation paragraph 3.17 (d).
2.3. Going Concern Disclosure
The trustees have not identified any material uncertainties related to events or conditions that may cast significant doubt about the charity's ability to continue as a going concern.
2.4. Incoming Resources
Income is recognised when the charity has entitlement to the resources, any performance conditions attached to the items of income have been met, it is more likely than not that the resources will be received and the monetary value can be measured with sufficient reliability
2.5. Cash and Cash Equivalents
Cash and cash equivalents are basic financial assets and include cash in hand and deposits held at call with banks, other short-term highly liquid investments that mature in no more than three months from the date of acquisition and are readily convertible to a known amount of cash with insignificant risk of change in value, and bank overdrafts.
3. Income from Donations and Legacies
| Donations and gifts Gift aid |
5 April 2025 Unrestricted funds £ 13,906 1,603 |
|---|---|
| 15,509 |
4. Income from Charitable Activities
| . | Income from Charitable Activities | |
|---|---|---|
| 5 April 2025 | ||
| Unrestricted | ||
| funds | ||
| £ | ||
| : | ||
| Income from lessons | 12,725 |
Page 6
AIM Group RDA Notes to the Financial Statements (continued) For the Period 3 July 2024 to 5 April 2025
| 5. Income from Other Trading Activities Fundraising events Merchandise Sales Lottery Income 6. Analysis of Expenditure Raising funds 7. Direct Costs Fundraising activities: Merchandise for resale Fund raising expenses Cost of goods sold: Horse Rental fees Tack & Equipment costs 8. Support Costs General administration: Travelling expenses Bank and card charges Sundry expenses DBS Fees |
Activities undertaken directly (see note 7) £ 11,021 |
Support costs (see note 8) £ 617 |
5 April 2025 Unrestricted funds £ 954 672 17 |
|---|---|---|---|
| 1,643 | |||
| 5 April 2025 Total £ 11,638 |
|||
| 5 April 2025 Raising funds £ 387 60 9,295 1,279 |
|||
| 11,021 | |||
| 5 April 2025 Raising funds £ 81 15 88 433 |
|||
| 617 |
- Average Number of Employees
Average number of employees during the period was: NIL
Page 7
AIM Group RDA Notes to the Financial Statements (continued) For the Period 3 July 2024 to 5 April 2025
10. Debtors
| Due within one year Trade debtors 1. Creditors: Amounts Falling Due Within One Year Other creditors Accruals and deferred income 2. Movement in Funds Unrestricted funds General: General unrestricted fund Total funds |
As at 3 July 2024 £ - |
Income £ 29,877 |
Expenditure £ (11,638) |
5 April 2025 £ 180 |
|---|---|---|---|---|
| 5 April 2025 £ 14 2,680 |
||||
| 2,694 | ||||
| As at 5 April 2025 £ 18,239 |
||||
| - | 29,877 | (11,638) | 18,239 |
11. Creditors: Amounts Falling Due Within One Year
12. Movement in Funds
13. Transactions with Trustees
None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current year.
14. Related Party Disclosures
There have been no related party transactions in the reporting period that require disclosure.
Page 8
Charity registration number: 1208952
AIM GROUP RDA TRUSTEES' REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD 3 JULY 2024 TO 5 APRIL 2025
RGM Accountancy and Taxation Services Limited 10 Station Yard Tiddington Thame OX9 2FG
AIM Group RDA Contents
| Page | |
|---|---|
| Trustees' Report | 1—2 |
| Independent Examiner's Report | 3 |
| Statement of Financial Activities | 4 |
| Statement of Financial Position | 5 |
| Notes to the Financial Statements | 6—8 |
AIM Group RDA Trustees' Report For the Period 3 July 2024 to 5 April 2025
The trustees present their report and the financial statements for the period ended 5 April 2025.
Objectives and Activities
Aims and Objectives
The aim of the Charity is to promote the objects of the 'Riding for the Disabled Organisation incorporating Carriage Driving' a Charity registered under Charity no. 244108, by providing disabled people with the opportunity tp reide and/or carriiage drive in order to benefit thir general health and well-being.
Public Benefit
The main activities undertaken are the provision of riding lessons for the disabled to promote their health and well-being.
The trustees confirm that they have complied with the requirements of Section 17 of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit.
Reference and Administrative Details
Trustees
Ms R Hutchins - Co-Chair Miss A Summersbee - Co-chair Mrs J Summersbee - Treasurer Mrs V Bowler Ms I Collins-Davies Miss S Pearce
Charity Number
1208952
Principal Address
Flat 1 263 Iffley Road OXFORD Oxfordshire OX4 1SJ
Independent Examiner
Robert G McKinney CTA RGM Accountancy and Taxation Services Limited 10 Station Yard Tiddington Thame OX9 2FG
Page 1
AIM Group RDA Trustees' Report (continued) For the Period 3 July 2024 to 5 April 2025
The trustees' report was approved by the board of trustees and signed on its behalf by:
Miss A Summersbee Trustee 05/10/2025
Page 2
AIM Group RDA Independent Examiner's Report to the Trustees of AIM Group RDA For the Period 3 July 2024 to 5 April 2025
I report to the trustees on my examination of the accounts of AIM Group RDA (the Trust) for the period ended 5 April 2025.
Responsibilities and Basis of Report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent Examiner's Statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
the accounts do not accord with those records; or
-
the accounts do not comply with the applicable requirements concerning the form and contents of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair view' which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Robert G McKinney CTA 05/10/2025 10 Station Yard Tiddington Thame OX9 2FG
Page 3
AIM Group RDA Statement of Financial Activities For the Period 3 July 2024 to 5 April 2025
| Notes INCOME AND ENDOWMENTS FROM: Donations and legacies 3 Charitable activities: 4 Other trading activities 5 EXPENDITURE ON: Raising funds 6 Charitable activities: 6 NET INCOME NET MOVEMENT IN FUNDS RECONCILIATION OF FUNDS: Total funds brought forward TOTAL FUNDS CARRIED FORWARD 12 |
5 April 2025 Unrestricted funds £ 15,509 12,725 1,643 |
|---|---|
| 29,877 | |
| (11,638) | |
| 18,239 | |
| 18,239 - |
|
| 18,239 |
The notes on pages 6 to 8 form part of these financial statements.
Page 4
AIM Group RDA Statement of Financial Position As At 5 April 2025
| Notes CURRENT ASSETS Debtors 10 Cash at bank and in hand Creditors: Amounts Falling Due Within One Year 11 NET CURRENT ASSETS (LIABILITIES) TOTAL ASSETS LESS CURRENT LIABILITIES NET ASSETS FUNDS OF THE CHARITY Unrestricted Funds TOTAL FUNDS 12 On behalf of the board Miss A Summersbee Trustee 05/10/2025 |
5 April 2025 Unrestricted funds £ 180 20,753 |
|---|---|
| 20,933 (2,694) |
|
| 18,239 | |
| 18,239 | |
| 18,239 | |
| 18,239 | |
| 18,239 | |
The notes on pages 6 to 8 form part of these financial statements.
Page 5
AIM Group RDA Notes to the Financial Statements For the Period 3 July 2024 to 5 April 2025
1. General Information
AIM Group RDA is a charitable incorporated organisation registered with the Charity Commission, registered charity number 1208952. The principal address is Flat 1, 263 Iffley Road, OXFORD, Oxfordshire, OX4 1SJ.
2. Accounting Policies
2.1. Basis of Preparation of Financial Statements
The financial statements have been prepared in accordance with the Charities SORP (FRS 102) "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)", Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" and the Charities Act 2011.
The charity is a Public Benefit Entity as defined by FRS 102.
2.2. Financial Reporting Standard 102 - Reduced Disclosure Exemptions
The charity has taken advantage of the following disclosure exemptions in preparing these financial statements, as permitted by FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland":
the requirements of Section 7 Statement of Cash Flows and Section 3 Financial Statement Presentation paragraph 3.17 (d).
2.3. Going Concern Disclosure
The trustees have not identified any material uncertainties related to events or conditions that may cast significant doubt about the charity's ability to continue as a going concern.
2.4. Incoming Resources
Income is recognised when the charity has entitlement to the resources, any performance conditions attached to the items of income have been met, it is more likely than not that the resources will be received and the monetary value can be measured with sufficient reliability
2.5. Cash and Cash Equivalents
Cash and cash equivalents are basic financial assets and include cash in hand and deposits held at call with banks, other short-term highly liquid investments that mature in no more than three months from the date of acquisition and are readily convertible to a known amount of cash with insignificant risk of change in value, and bank overdrafts.
3. Income from Donations and Legacies
| Donations and gifts Gift aid |
5 April 2025 Unrestricted funds £ 13,906 1,603 |
|---|---|
| 15,509 |
4. Income from Charitable Activities
| . | Income from Charitable Activities | |
|---|---|---|
| 5 April 2025 | ||
| Unrestricted | ||
| funds | ||
| £ | ||
| : | ||
| Income from lessons | 12,725 |
Page 6
AIM Group RDA Notes to the Financial Statements (continued) For the Period 3 July 2024 to 5 April 2025
| 5. Income from Other Trading Activities Fundraising events Merchandise Sales Lottery Income 6. Analysis of Expenditure Raising funds 7. Direct Costs Fundraising activities: Merchandise for resale Fund raising expenses Cost of goods sold: Horse Rental fees Tack & Equipment costs 8. Support Costs General administration: Travelling expenses Bank and card charges Sundry expenses DBS Fees |
Activities undertaken directly (see note 7) £ 11,021 |
Support costs (see note 8) £ 617 |
5 April 2025 Unrestricted funds £ 954 672 17 |
|---|---|---|---|
| 1,643 | |||
| 5 April 2025 Total £ 11,638 |
|||
| 5 April 2025 Raising funds £ 387 60 9,295 1,279 |
|||
| 11,021 | |||
| 5 April 2025 Raising funds £ 81 15 88 433 |
|||
| 617 |
- Average Number of Employees
Average number of employees during the period was: NIL
Page 7
AIM Group RDA Notes to the Financial Statements (continued) For the Period 3 July 2024 to 5 April 2025
10. Debtors
| Due within one year Trade debtors 1. Creditors: Amounts Falling Due Within One Year Other creditors Accruals and deferred income 2. Movement in Funds Unrestricted funds General: General unrestricted fund Total funds |
As at 3 July 2024 £ - |
Income £ 29,877 |
Expenditure £ (11,638) |
5 April 2025 £ 180 |
|---|---|---|---|---|
| 5 April 2025 £ 14 2,680 |
||||
| 2,694 | ||||
| As at 5 April 2025 £ 18,239 |
||||
| - | 29,877 | (11,638) | 18,239 |
11. Creditors: Amounts Falling Due Within One Year
12. Movement in Funds
13. Transactions with Trustees
None of the trustees received any remuneration or any other benefits from an employment with the charity or a related entity during the current year.
14. Related Party Disclosures
There have been no related party transactions in the reporting period that require disclosure.
Page 8